SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

195 hedge funds and large institutions have $527M invested in Schwab U.S Small- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 104 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
5.2%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.56%
New
23
Increased
104
Reduced
45
Closed
10
Calls
$990K
Puts
$892K
Net Calls
+$98K
Net Calls Change
+$280K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12M
2
LPL Financial
2
LPL Financial
California
$9.38M
3
PMG
3
ProVise Management Group
Florida
$8.78M
4
HP
4
HT Partners
Connecticut
$6.25M
5
BWA
5
Burt Wealth Advisors
Maryland
$6.78M

Top Sellers

1
ACM
1
Avalon Capital Management
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M
3
SMG
3
Spectrum Management Group
Indiana
$13.1M
4
Ameriprise
4
Ameriprise
Minnesota
$5.7M
5
VCM
5
Vigilant Capital Management
Maine
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$164K +$150K +10,400 +1,053%
TIM
152
Tortoise Investment Management
New York
$156K -$63K -4,364 -29%
LWM
153
LBA Wealth Management
Florida
$150K +$40.8K +2,844 +37%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$120K +$173 +12 +0.1%
CCS
155
Crosspoint Capital Strategies
California
$110K -$5.46K -380 -5%
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$108K – – –
Creative Planning
157
Creative Planning
Kansas
$105K -$49.1K -3,424 -32%
MA
158
MCF Advisors
Kentucky
$71K +$33.5K +2,336 +89%
CDIA
159
Capital Directions Investment Advisors
Georgia
$68K -$17.2K -1,212 -20%
CPIG
160
Chicago Partners Investment Group
Illinois
$67K +$7.72K +556 +13%
FMP
161
Financial Management Professionals
Texas
$64K -$224K -15,484 -78%
Simplex Trading
162
Simplex Trading
Illinois
$61K +$61K +4,248 New
MFBTD
163
MB Financial Bank - Trust Department
Illinois
$60K – – –
WEC
164
Winslow Evans & Crocker
Massachusetts
$53.8K – – –
ST
165
Smithfield Trust
Pennsylvania
$47K – – –
SIA
166
Stancorp Investment Advisers
Oregon
$45K +$2.85K +200 +7%
RFA
167
Reilly Financial Advisors
California
$43K +$43K +3,000 New
WCM
168
Westend Capital Management
California
$32K -$2.95K -204 -8%
TRCT
169
Tower Research Capital (TRC)
New York
$31K +$7.04K +496 +29%
CG
170
Colony Group
Massachusetts
$30K – – –
BPBT
171
Boston Private Bank & Trust
Massachusetts
$29K – – –
IWM
172
Integrated Wealth Management
California
$27K +$27K +1,900 New
PAI
173
Pittenger & Anderson Inc
Nebraska
$24K -$3.1K -212 -11%
PMFA
174
Plante Moran Financial Advisors
Michigan
$23K – – –
ZB
175
Zions Bancorporation
Utah
$19K +$19K +1,352 New
5 6
7
8 9